Overview
Assets Under Management: $109 million
High-Net-Worth Clients: 25
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 86
Discretionary Accounts: 75
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 319437
Last Filing Date: 2025-01-10 00:00:00
Website: https://splitcreekcapital.com